Global funds recommend stashing cash in face of trade war - Reuters poll

Global funds recommend stashing cash in face of trade war - Reuters poll

“We believed the U.S. and China would resolve their differences over trade in a reasonable amount of time. But that confidence has been shaken. Policymakers are running with scissors and that may lead to self-inflicted wounds,” said Alan Gayle, president at Via Nova Investment Management.

Global funds reached for a bigger cash buffer in February: Reuters poll

Global funds reached for a bigger cash buffer in February: Reuters poll

“Markets began 2019 pricing in gloom and doom after major indexes fell ... in 2018. If the major risks facing the market, rising interest rates and a full-blown trade war, are avoided, equities can rally to new record highs,” said Alan Gayle, president at Via Nova Investment Management, in Washington DC.

Global Funds Raise Equities to Highest in Nearly a Year: Reuters Pol

Global Funds Raise Equities to Highest in Nearly a Year: Reuters Pol

"Now that the Fed is unlikely to raise interest rates over the near term, the biggest risk to the economy and the markets is trade tensions with China," said Alan Gayle, president of Via Nova Investment Management.

U.S. funds prefer domestic assets and a but bigger cash buffer

U.S. funds prefer domestic assets and a but bigger cash buffer

"The combination of aggressive Federal Reserve rate hikes, an escalating and potentially prolonged trade dispute with China and the upcoming mid-term elections has generated a great deal of anxiety for the markets," said Alan Gayle, president of Via Nova Investment Management. "Fear and uncertainty are currently dominating market psychology."

POLL-U.S. fund managers favor U.S. assets, but recommend more cash

POLL-U.S. fund managers favor U.S. assets, but recommend more cash

“If trade tensions ease, we would expect international and emerging-market stocks to rebound. But betting on emerging-market stocks is to pick a date when trade issues are resolved, and we don’t know that date. Until then, we believe a higher relative U.S. weighting is appropriate,” said Alan Gayle, President of Via Nova Investment Management.

U.S. fund managers leave allocations largely unchanged

U.S. fund managers leave allocations largely unchanged

"We are in a battle between facts and fears," said Alan Gayle, president at Via Nova Investment Management. "The facts are a strengthening economy with increased employment, earnings and spending which is helping to fuel impressive sales and earnings growth for companies. The two main fears are how fast the Federal Reserve will raise interest rates and how far trade tensions will escalate. These risks have grown in recent months."

World stocks hit month peak; dollar firms to three-week high

World stocks hit month peak; dollar firms to three-week high

“Strengthening economic growth and a confident Fed is helping to support the dollar,” said Alan Gayle, president of Via Nova Investment Management LLC in Fredericksburg, Virginia. “Higher short-term interest rates make the dollar more attractive relative to other currencies.”

U.S. funds remain cautious faced with trade war threat: Reuters poll

U.S. funds remain cautious faced with trade war threat: Reuters poll

“We believe the facts of a healthy economy and strong earnings growth justify a bias in favor of equities and away from bonds. However, less accommodative central bank policies and the potential for a trade war are tangible threats to an otherwise positive outlook,” said Alan Gayle, president at Via Nova Investment Management. “Caution, not fear, is warranted,” he said.

U.S. funds preferred cash in April at expense of bonds

U.S. funds preferred cash in April at expense of bonds

Bond investors are likely to be facing steady headwinds,” said Alan Gayle, president at Via Nova Investment Management. “That suggests a favourable and supportive backdrop for earnings and stock prices, and we favour stocks over bonds.”

Treasury yield milestone may augur changing tide for risk

Treasury yield milestone may augur changing tide for risk

“I don't think that the 3 percent level necessarily makes bonds a buy,” said Alan Gayle, president of Via Nova Investment Management in Fredericksburg, Virginia. “I don't think investors should be abandoning stocks when the economy is growing and earnings are up roughly 20 percent from a year ago.”.

U.S. funds raise equity allocation to highest in over 4-1/2 years

U.S. funds raise equity allocation to highest in over 4-1/2 years

"The economic reports...combined with the newly enacted tax reform legislation, suggest future upside surprises to both economic growth and corporate profits. The path of stock prices, while higher on balance, may be rockier this year," noted Alan Gayle, president at Via Nova Investment Management.

"We remain positive on our outlook for the economy and the stock market for the remainder of 2018 and see market dips as buying opportunities. However, we are less sanguine on the outlook for bonds."

Stock Market Outlook: Back to a More Volatile Normal?

Stock Market Outlook: Back to a More Volatile Normal?

"2018 is shaping up as a year when we’ll see tension between economic strength and the policy reaction to that...

By March, we should start to see some traction from tax reform,” says Alan Gayle, president at Via Nova Investment Management, a registered investment advisor. While working Americans already have seen some benefit in their take-home pay — which could translate to more spending — publicly traded companies still are “digesting the nuances” of tax reform, he adds.